KRS Smart Books - Client Intake Form
Start your journey by helping us get to know your business.
Full Name
*
ex: Larry Doogle
Email
*
ex: wecare@krsbooks.com
Business Name
*
Business Website
*
Do you manage more than one business or entity?
*
Please Select
Yes - multiple entities
No - just one
Not yet, but planning to
If you manage multiple entities, please list the name of each entity:
What type(s) and quantities of assets do you manage?
Rows
# of Doors Managed
Single-Family
Multi-Family
HOA
Short-Term Rentals
Do you manage any commercial entities?
Rows
Sq. Footage Managed
Commercial
Estimated monthly gross revenue
*
Please Select
Under $10K
$10K-$50K
$50K-$100K
$100K+
What platforms or systems do you use? (check all that apply)
*
AppFolio
Buildium
Propertyware
Rent Manager
Rentvine
QuickBooks Online
Yardi Breeze
Other
What services are you interested in? (check all that apply)
*
Accounts Payable/Vendor Payments
Accounts Receivable/Invoicing
Bank Reconciliations
Catch-Up/Clean-Up
CAM Reconciliations
Financial Reporting
Monthly Bookkeeping
Trust or Escrow Accounting
Other
What's your monthly budget for bookkeeping/accounting support?
*
Please Select
Under $500
$500-$1000
$1000-$2500
$2500+
How urgent is your need for support?
*
Please Select
I need help ASAP
In the next 30 days
Within 2-3 months
Just exploring options
What are your top 3 pain points or challenges right now?
Is there anything else you’d like to share before our call?
Schedule your 30-minute Discovery Call with KRS Smart Books!
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